Gas-to-liquids: the economics?

This data-file captures the economics of gas-to-liquids, including the formation of syngas in an auto-thermal reformer, then the subsequent upgrading into liquids via the Fischer-Tropsch reaction.

Our base case is that $100/bbl realizations are required for a 10% IRR. You can stress-test the economics as a function of gas prices, capex costs, thermal efficiencies, carbon intensity, CO2 prices and other operating costs.

Our inputs for each of the categories above are substantiated by collating data-points from past projects and technical papers. Finally, our notes and review of GTL patents are outlined in the final tabs.

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